Exit Value Planning [Video]

by | Mar 13, 2022

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Exit Value Planning [Video]

by | Mar 13, 2022

Many business owners want to stop working in their business in the next several years, but most have not planned for that transition. Given recent business cycles, supply chain challenges, and talent issues, owners may be thinking about their next stage sooner than expected. In this presentation, Laurie Barkman and Paul Visokey discuss the business exit tsunami that is having effects on exit strategies and how to navigate the waters.

Watch the Exit Value Planning webinar to discover:

How to pre-plan for a business transition?

How do you determine the value of a company?

How to reduce risk by making the business transferable?

How to navigate the exit transition process with experienced advisors?

This is a must-see for business owners considering next steps in their entrepreneurial journey.

Learn more about our Exit Value Planning services, and get a complimentary business assessment to discover how to maximize your business value.

About:

Stony Hill Advisors specializes in exit planning and M&A advisory for lower middle market companies and entrepreneurs. Assisting clients across a wide variety of industries throughout New Jersey, Pennsylvania, Delaware, Ohio, Connecticut and the New York metro region, we offer various professional services including exit value planning, business valuations, transaction consulting, and mergers & acquisitions intermediary services. Visit stonyhilladvisors.com to learn more.

About the Presenters:

Laurie Barkman is an Exit Value Planner and Mergers & Acquisitions Advisor bringing more than 25 years of operational expertise to client engagements. She is a former CEO with an exit and was Managing Partner of a private equity firm where she led deal sourcing and due diligence. During her career, she has been recognized with various marketing and leadership awards. With her strategic planning and executive advisory firm, SmallDotBig, she hosts the Succession Stories Podcast, providing weekly insights to grow your business and develop exit strategies.

Based in Pittsburgh, PA, Laurie works with clients in PA, OH, and across the US, in various industries including Business and Consumer Services, Technology, eCommerce, Manufacturing, and Logistics. Laurie earned an MBA from Carnegie Mellon University and BS from Cornell University. She is a Certified Mergers & Acquisitions Advisor, Certified Value Builder Advisor, and holds a Certificate in Exit Planning from The Exit Planning Institute.

Paul Visokey is the President/Founder of Stony Hill Advisors. Paul combines practical knowledge of selling solutions with a thorough technical understanding of the products and services he has sold. Paul has expertise in B2B and B2C markets and brings experience selling to Fortune 500 enterprises and major telecom carriers to benefit his clients. Prior to founding Stony Hill Advisors, Paul was in the commercial mortgage market, leading marketing and information technology teams.

As a business intermediary for NJ, PA and CT companies, Paul provides expert valuations, M&A advisory services, and exit planning advice. Paul holds Engineering, Computer Science and MBA degrees from the University of Pennsylvania, Rutgers, and Pace Univ. Additionally, Paul is a Certified M&A Advisor, Certified Business Intermediary, and Certified Value Builder giving him the knowledge and credentials to coach clients on maximizing the value of their business. Paul is also a licensed life and health insurance agent.

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Many business owners want to stop working in their business in the next several years, but most have not planned for that transition. Given recent business cycles, supply chain challenges, and talent issues, owners may be thinking about their next stage sooner than expected. In this webinar presentation, Laurie Barkman and Paul Visokey from Stony Hill Advisors discuss the business exit tsunami that is having effects on exit strategies and how to navigate the waters.

Find Clarity on Next Steps

Schedule a call to learn about The Strategic Exit Value Planning Program.